Projects

Create a project

1. Step 101

   Start a new project

   Choose Projects in the sidebar, then New project. The list page filters by All, Mine, Shared and Recent, with pinned projects on top.
2. Step 202

   Name it and write the instructions

   The name is the only required field. Instructions act as a system prompt for every chat in the project; they are added beneath your organization’s instructions, never in place of them. A description helps collaborators and shows on the overview.
3. Step 303

   Pick default knowledge bases

   Select the knowledge bases every chat in the project should search. A chat can still choose its own set, which replaces the defaults for that chat. See Knowledge bases.

The project workspace

A project opens at /projects/<id> with tabs across the top. Comments live in a side rail rather than a tab, and members are managed from the Share dialog.

Files

The Files tab is a folder tree. Add files by dropping them on the page, with Upload or Upload folder, or with From Library to link files you already have. Uploads land in your Library first and are then linked into the tree, so the same file can sit in several projects. Adding and arranging files needs the editor role.

Connected SharePoint and OneDrive folders

An editor can connect one SharePoint or OneDrive folder to the project from the SharePoint card. Akili stores references to the items, not copies, and keeps the tree current: a delta sync runs every 15 minutes and Microsoft change notifications trigger one sooner, picking up new files, renames, moves and deletions. Sync now forces a pass.

• Delegated or application mode. Delegated uses the connecting member’s Microsoft account; application mode uses an organization-level Microsoft app registration your administrator set up.
• Index the folder. Turn indexing on and Akili creates a knowledge base named after the project with a “SharePoint” suffix, adds it to the project defaults and keeps its documents in step with the folder.
• Push a note. A project note can be pushed to the connected folder as a Word document.

Chats

Start a chat from the Chats tab, or file an existing chat you own into the project. Starting or continuing a chat needs the editor role; viewers and commenters can read every chat in the project. The model comes from your picker, not from the project.

Each turn in a project chat carries, in addition to your message:

• The project instructions.
• A context block with the names of the default knowledge bases, the notes marked “use as context” (up to a cap), the title and description of links marked the same way, and the paths of the project files.
• Passages retrieved from the default knowledge bases, or from the knowledge bases the chat selected instead.

Notes and links

A note is a document written in the same block editor Studio uses, with a pin for the overview and a Use as context switch that adds its text to every chat in the project. Each note has its own address, so you can send a colleague straight to it. Deleting a note removes its comments.

A link must be an https address; duplicates are refused. Akili fetches a safe preview with the page title, description and image, lets you tag the link, and can mark it as context, in which case the title and description, not the page, reach the chat.

Comments

Open the comments rail to discuss the project as a whole, a note, a file or folder, or a link. Replies are one level deep. Mention a collaborator with @; only people who already have access can be mentioned, and a mention sends them an email. Posting needs the commenter role. The author can edit a comment; the author or an editor can resolve it; the author or the owner can delete it.

Members and roles

Open Share on the project to invite people by email, with an optional message. Your effective role is the highest of: owner, your direct membership, and the general-access role when the project is open to your organization. Only the owner manages members, general access and links.

General access

• Members only. Only invited members and the owner can open the project.
• Organization. Everyone in your organization gets the role you choose, without an invitation.
• Link. Anyone with a share link gets the role on that link.

Share links and the public page

1. Step 101

   Create the link

   In Share, create a link for the whole project or for one folder or file. Choose the role (viewer, commenter or editor; a link can never grant owner), whether downloads are allowed, and an expiry of none, 7, 30 or 90 days.
2. Step 202

   Send it

   The link opens at /projects/shared/<token>. Only a hash of the token is stored, so a lost link cannot be recovered; rotate it to issue a new one.
3. Step 303

   Revoke it when done

   Revoke or rotate from the same dialog. An expired or revoked link shows an unavailable page. The dialog also counts how often each link was opened.

The public page shows the project name and the file tree, with a download button per file when the link allows it. Files from a connected SharePoint folder are never listed on the public page.

Inherited sharing

Everything inside a project follows your project role. You do not share chats, notes or files one by one: a viewer can read every chat and note, a commenter can discuss them, and an editor can change them and continue chats, including chats other members started. Members invited by email do not need to belong to your organization.

Good to know

• Chats outlive the project. Deleting a project detaches its chats and keeps them; everything else in the project is removed. There is no archive state.
• Uploads follow your plan. The upload buttons disappear when your plan does not include file uploads; otherwise the per-file size limit of your plan applies.
• Instructions stack. Platform preamble, organization instructions, then project instructions. A project cannot override what your organization set.
• Some tabs are deployment options. Overview, notes and links, and SharePoint connections, are each a setting an operator can turn off for an installation. If a tab is missing, ask your administrator.
• Mobile covers the basics. The Akili mobile app lists and creates projects and shows the overview, notes, chats and settings; files, links and sharing are web only.